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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,835 | $99,668+53.3% | $86,451+76.8% | $134,545+13.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.67% | 6789.61%-6795.3pp | 4398.51%-4404.2pp | 418.37%-424.0pp |
| Employer contribution / active EE | $5,153 | $4,403+17.0% | $3,770+36.7% | $4,742+8.7% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,699 | $8,377-43.9% | $6,734-30.2% | $11,431-58.9% |